Bay Harbor Wealth Management’s Selective Insurance SIGI Stock Holding History

Bay Harbor Wealth Management’s Portfolio SIGI Stock Details SIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26K	Buy	13 +4	+44%	+$346	﹤0.01%	777
2026 Q1	$678	Buy	9 +1	+13%	+$82	﹤0.01%	902
2025 Q4	$669	Buy	8 +2	+33%	+$161	﹤0.01%	746
2025 Q3	$486	Buy	6 +3	+100%	+$242	﹤0.01%	741
2025 Q2	$259	Buy	3 +1	+50%	+$88	﹤0.01%	844
2025 Q1	$183	Buy	+2	New	+$175	﹤0.01%	703

Other funds holding SIGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bay Harbor Wealth Management's SIGI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Selective Insurance (SIGI) stake by 44% in Q2 2026, buying an estimated $346 and bringing the position to 13 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Bay Harbor Wealth Management first reported a position in SIGI in Q1 2025 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold SIGI as of Q2 2026.

Bay Harbor Wealth Management held 13 shares of Selective Insurance worth $1.26K as of Q2 2026.
Bay Harbor Wealth Management bought 4 Selective Insurance shares in Q2 2026, an estimated $346.
Selective Insurance made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #777 holding.
Bay Harbor Wealth Management first reported a position in Selective Insurance in Q1 2025 and has held it in 6 quarters since.
374 funds tracked by Wall St. Rank held Selective Insurance as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.